Save a report as a file

You save the report as a PDF file or you copy a page to the clipboard and paste it in another application.

Save a report as PDF document

You can save a report as PDF document, so you can view it later on or give it to someone who does not use Profit. A PDF document can be read using the free Adobe Reader program. If you do not have this program, you can download it.

To save a report as PDF document:

1. Open a print preview of the report.

   Once the report is shown on your screen, perform the below steps.

2. Click on: Export to PDF.

   

3. Enter a file location and name, for example:

   C:\Users\Public\Public Documents\Profit basisvaardigheden, bestandsnaam adressen medewerkers.pdf.

4. Click on Secure file against printing, changing, copying if desired. If that is the case, perform the following extra steps:

   Enter a password. After you have created the PDF file, it can only be opened using the password.

   1. Select the check boxes for the actions that are allowed.

      If the Copy action is not allowed, the document reader cannot select text and copy it to the Clipboard. If the Change contents action is not allowed, the reader cannot change the contents.

   2. If necessary, enter the Password owner: (do not use the same password as in Password user:). The owner can perform all actions, regardless of the check boxes you have selected. If you do not enter a Password owner:, the selected actions apply to everyone opening the PDF document.
5. Click on: OK.
6. Click on: OK.

Copy a page as text or image (Clipboard)

You can use the Clipboard to copy the current page of the report to, for example, Microsoft Word, Microsoft Excel or a graphical application like Microsoft Paint.

To copy a page as text or image (Clipboard):

1. Open a print preview of the report.

   Once the report is shown on your screen, you can perform the below steps.

2. Go to the page of the report you want to copy.
3. Click on:.
4. Open an application, for example Microsoft Word, Microsoft Excel or Microsoft Paint.
5. Click on: Ctrl+V (paste):
   • In Microsoft Word, the page is pasted as text so you can edit it.
   • In Microsoft Excel the lines and columns are completed as shown in the overview.
   • In Microsoft Paint the page is pasted as an image.